David Rolfe - Wedgewood Partners
As of Q2 2026, David Rolfe reported 18 long-equity positions worth $484.43M in aggregate.
Copy-investor backtest
- Latest quarter
- +6.97%
- 1-year
- +5.05%
- 3-year
- +52.19%
- 5-year
- +53.54%
- 3-year vs S&P 500
- -21.05%
- 5-year vs S&P 500
- -20.55%
- 5-year top 5
- +92.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when David Rolfe files a new 13F — sign in or create a free account.
Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | Add +35.6% | 6.66% | 135,440 | $32.28M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| META | META PLATFORMS INC | Add +16.2% | 8.89% | 76,471 | $43.08M | $563.29 | $540.21 - $691.52(15%)$579.23 -> $563.29 |
| MSFT | MICROSOFT CORP | Add +21.1% | 6.89% | 89,518 | $33.39M | $373.02 | $349.20 - $466.32(20%)$369.37 -> $373.02 |
| PGR | PROGRESSIVE CORP | Add +27.5% | 4.79% | 106,261 | $23.21M | $218.45 | $189.20 - $224.51(83%)$193.36 -> $218.45 |
| CB | CHUBB LIMITED | Add +26.3% | 4.79% | 68,039 | $23.18M | $340.74 | $308.61 - $344.85(89%)$327.16 -> $340.80 |
| V | VISA INC | Add +7.4% | 6.32% | 89,188 | $30.6M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| TOL | TOLL BROTHERS INC | Add +2.6% | 3.08% | 90,562 | $14.92M | $164.75 | $123.15 - $166.23(97%)$136.85 -> $164.75 |